Evercore Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.87M | Sell |
24,691
-12
| -0% | -$2.11K | 0.05% | 120 |
|
|
2026
Q1 | $4.61M | Sell |
24,703
-196
| -0.8% | -$40.6K | 0.07% | 104 |
|
|
2025
Q4 | $6.6M | Sell |
24,899
-497
| -2% | -$124K | 0.1% | 92 |
|
|
2025
Q3 | $6.02M | Sell |
25,396
-586
| -2% | -$148K | 0.09% | 96 |
|
|
2025
Q2 | $7.09M | Sell |
25,982
-75
| -0.3% | -$20.1K | 0.11% | 86 |
|
|
2025
Q1 | $6.99M | Sell |
26,057
-1,213
| -4% | -$377K | 0.11% | 87 |
|
|
2024
Q4 | $9.12M | Buy |
27,270
+250
| +0.9% | +$79.8K | 0.14% | 76 |
|
|
2024
Q3 | $7.4M | Sell |
27,020
-117
| -0.4% | -$30K | 0.11% | 82 |
|
|
2024
Q2 | $6.98M | Buy |
27,137
+145
| +0.5% | +$38.8K | 0.11% | 83 |
|
|
2024
Q1 | $8.13M | Sell |
26,992
-745
| -3% | -$215K | 0.13% | 78 |
|
|
2023
Q4 | $7.3M | Buy |
27,737
+585
| +2% | +$132K | 0.12% | 75 |
|
|
2023
Q3 | $5.51M | Buy |
27,152
+1,468
| +6% | +$317K | 0.1% | 86 |
|
|
2023
Q2 | $5.43M | Sell |
25,684
-1,414
| -5% | -$289K | 0.1% | 91 |
|
|
2023
Q1 | $5.41M | Sell |
27,098
-964
| -3% | -$163K | 0.11% | 88 |
|
|
2022
Q4 | $3.72M | Sell |
28,062
-11,261
| -29% | -$1.64M | 0.08% | 104 |
|
|
2022
Q3 | $5.66M | Sell |
39,323
-156
| -0.4% | -$26.5K | 0.13% | 81 |
|
|
2022
Q2 | $6.51M | Buy |
39,479
+80
| +0.2% | +$14.1K | 0.14% | 75 |
|
|
2022
Q1 | $8.37M | Sell |
39,399
-90
| -0.2% | -$19.4K | 0.15% | 72 |
|
|
2021
Q4 | $10M | Sell |
39,489
-370
| -0.9% | -$104K | 0.16% | 69 |
|
|
2021
Q3 | $10.8M | Sell |
39,859
-1,056
| -3% | -$268K | 0.2% | 64 |
|
|
2021
Q2 | $9.99M | Buy |
40,915
+4,833
| +13% | +$1.11M | 0.18% | 66 |
|
|
2021
Q1 | $7.64M | Sell |
36,082
-104
| -0.3% | -$23.2K | 0.15% | 78 |
|
|
2020
Q4 | $8.05M | Buy |
36,186
+375
| +1% | +$91.2K | 0.17% | 72 |
|
|
2020
Q3 | $9M | Buy |
35,811
+259
| +0.7% | +$56.7K | 0.22% | 62 |
|
|
2020
Q2 | $6.66M | Buy |
35,552
+1,252
| +4% | +$211K | 0.18% | 71 |
|
|
2020
Q1 | $4.94M | Sell |
34,300
-1,295
| -4% | -$222K | 0.16% | 78 |
|
|
2019
Q4 | $5.79M | Buy |
35,595
+1,196
| +3% | +$187K | 0.16% | 83 |
|
|
2019
Q3 | $5.11M | Buy |
34,399
+183
| +0.5% | +$27.8K | 0.15% | 87 |
|
|
2019
Q2 | $5.19M | Buy |
34,216
+178
| +0.5% | +$27.9K | 0.16% | 84 |
|
|
2019
Q1 | $5.39M | Buy |
34,038
+5,427
| +19% | +$841K | 0.17% | 85 |
|
|
2018
Q4 | $3.92M | Buy |
28,611
+1,778
| +7% | +$245K | 0.15% | 94 |
|
|
2018
Q3 | $4.27M | Buy |
26,833
+211
| +0.8% | +$31.3K | 0.14% | 95 |
|
|
2018
Q2 | $3.63M | Sell |
26,622
-56
| -0.2% | -$7.14K | 0.12% | 101 |
|
|
2018
Q1 | $3.1M | Sell |
26,678
-350
| -1% | -$40.2K | 0.12% | 102 |
|
|
2017
Q4 | $2.76M | Sell |
27,028
-285
| -1% | -$29K | 0.1% | 112 |
|
|
2017
Q3 | $2.55M | Buy |
27,313
+185
| +0.7% | +$17K | 0.1% | 120 |
|
|
2017
Q2 | $2.35M | Sell |
27,128
-23
| -0.1% | -$2K | 0.09% | 124 |
|
|
2017
Q1 | $2.24M | Sell |
27,151
-785
| -3% | -$62.7K | 0.09% | 124 |
|
|
2016
Q4 | $1.91M | Sell |
27,936
-1,333
| -5% | -$96.7K | 0.08% | 134 |
|
|
2016
Q3 | $2.09M | Hold |
29,269
| – | – | 0.09% | 130 |
|
|
2016
Q2 | $2.32M | Sell |
29,269
-276
| -0.9% | -$21.7K | 0.1% | 121 |
|
|
2016
Q1 | $2.18M | Sell |
29,545
-524
| -2% | -$36.1K | 0.1% | 118 |
|
|
2015
Q4 | $2.36M | Buy |
30,069
+2,800
| +10% | +$219K | 0.11% | 123 |
|
|
2015
Q3 | $1.89M | Sell |
27,269
-300
| -1% | -$21.3K | 0.09% | 131 |
|
|
2015
Q2 | $1.92M | Buy |
27,569
+99
| +0.4% | +$7.05K | 0.09% | 140 |
|
|
2015
Q1 | $1.84M | Hold |
27,470
| – | – | 0.08% | 147 |
|
|
2014
Q4 | $1.63M | Buy |
27,470
+5,350
| +24% | +$315K | 0.08% | 136 |
|
|
2014
Q3 | $1.27M | Hold |
22,120
| – | – | 0.06% | 167 |
|
|
2014
Q2 | $1.28M | Sell |
22,120
-1,855
| -8% | -$100K | 0.07% | 164 |
|
|
2014
Q1 | $1.37M | Buy |
+23,975
| New | +$1.43M | 0.08% | 159 |
|
Other funds holding CRM
Evercore Wealth Management's CRM Position: Q2 2026 in Review
Evercore Wealth Management reduced its Salesforce (CRM) stake by 0.05% in Q2 2026, selling an estimated $2.11K and leaving 24,691 shares worth $3.87M. The position accounts for 0.05% of the portfolio, ranked #120.
Evercore Wealth Management first reported a position in CRM in Q1 2014 and has held it in 50 quarters since. The position peaked at $10.8M in Q3 2021. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Evercore Wealth Management held 24,691 shares of Salesforce worth $3.87M as of Q2 2026.
- Evercore Wealth Management sold 12 Salesforce shares in Q2 2026, an estimated $2.11K.
- Salesforce made up 0.05% of Evercore Wealth Management's portfolio in Q2 2026, its #120 holding.
- Evercore Wealth Management first reported a position in Salesforce in Q1 2014 and has held it in 50 quarters since.
- Evercore Wealth Management's Salesforce position peaked at $10.8M in Q3 2021.
- 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.